Client Manager – Senior Client Manager

Nava Benefits

. Manage a portfolio of New York large group employer clients (100–2000 lives), serving as their trusted advisor and proactively addressing needs throughout the plan year .

Posted 6/10/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

employee benefitsaccount managementfinancial arrangementshealth productslarge group plansvendor deploymentcompliance supportconsultative benefit solutionspublic speakingpresentation skills

Soft Skills

trusted advisorcollaborationrelationship buildingcommunicationcreativityproblem-solvingclient successeducation deliveryorganizational skillsleadership

Tools & Technologies

ExcelPowerPointGoogle suitefinancial reportingbudget reviewsrenewal presentationswebinar recordingsopen enrollment materialsclient education sessionsvendor management

Certifications & Qualifications

Bachelor's DegreeHealth Insurance License

Industry Keywords

New York marketlarge group employer clientsalternative funding arrangementsfully insuredlevel fundedself-fundedcaptivesbrokerage experienceclient leaderssuperfan clients

About the role

Key responsibilities & impact

Manage a portfolio of New York large group employer clients (100–2000 lives), serving as their trusted advisor and proactively addressing needs throughout the plan year
Lead annual service plan execution including renewals, open enrollment, compliance support, vendor deployment, and member education
Design creative, consultative benefit solutions based on strong knowledge of the New York market, alternative funding arrangements, carriers, and products
Develop and deliver materials such as renewal presentations, financial reporting, budget reviews, and education sessions for clients and members
Collaborate with internal teams and vendor partners to streamline day-to-day servicing, ensure exceptional delivery, and strengthen Nava’s client success capabilities
Foster executive-level relationships with client leaders and create superfan clients by consistently delivering novel benefit solutions

Requirements

What you’ll need

Bachelor's Degree in a business-related field and/or equivalent education
7-15 years of employee benefits experience with a brokerage
A minimum of 5+ years of recent experience independently managing accounts with minimal guidance or AE/Consultant support
Recent experience supporting: New York large employer groups (100-2,000 lives)
Strong knowledge of large group plans and products
Strong knowledge of financial arrangements and health products including fully insured, level & self-funded, captives
Health Insurance License required
Strong Excel, PowerPoint, Google suite, written and communication skills
Comfortable public speaking, including presenting renewal information, financials and open enrollment meetings and webinar recordings

Benefits

Comp & perks

Website LinkedIn All Job Openings 51 - 200 employees Founded 2019 👥 HR Tech 🤝 B2B ☁️ SaaS 🔥 Funding within the last year 💰 $30M Series C - Nava on 2025-10 HR Tech
B2B
SaaS Nava Benefits is a modern employee benefits broker that pairs elite benefits advisors with an AI-powered SaaS platform (HQ) to simplify benefits administration, streamline renewals, and provide 24/7 support to employees and their families. The company helps HR teams save time, lower healthcare costs, centralize benefits documents, run audits and benchmarking, and offer AI-driven, self-serve member support and plan decision tools. Nava emphasizes alternative health plan strategies (self-funding, PBMs, captives) and positions itself as a tech-enabled extension of HR.